Integrate Clientify with TeamGrid
Send information between Clientify and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamGrid whenever a new task is initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in TeamGrid when a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in TeamGrid.
Set up a new task in TeamGrid whenever a new task is initiated in Clientify
Clientify + TeamGrid
Build your own integrations between Clientify and TeamGrid
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Supported triggers and actions
Integrate Clientify and TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Project created
Triggers when a new project is created
Task completed
Triggers when task is completed
Project completed
Triggers when a project is completed
Task created
Triggers when a task is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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Learn more >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Zecomy
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Revenue Ranch
